-93.4%
HTZ vs SUI
-14.2%
-79.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.7% | -21.5% | -21.2% |
| 7D | -7.7% | +8.8% | -16.5% | -12.0% |
| 30D | -13.1% | +8.9% | -22.0% | -17.6% |
| 3M | +14.7% | +2.0% | +12.7% | +12.6% |
| 6M | -70.6% | -0.6% | -70.0% | -70.9% |
| YTD | -65.2% | +1.3% | -66.5% | -66.0% |
| 1Y | -73.2% | +1.3% | -74.4% | -73.8% |
| 3Y | -80.8% | +16.3% | -97.1% | -83.3% |
| 5Y | -94.8% | -25.1% | -69.7% | -93.7% |
| All | -93.4% | -14.2% | -79.1% | -93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling